Thomas (Tom) Lee (not drummer) FundstratDirect.com (@fundstrat)
@fundstrat
CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research Head @fundstratdirect | @CNBC Contributor | Chairman @BitMNR $BMNR BitMine | Wikipedia:
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Agree with @RyanSAdams that a deep bench of leaders and developers are ready to ensure $ETH remains the future settlement layer of finance and AI
- to me, much of bearish sentiment reflects the disdain and despair seen at the nadir of crypto winter (finger pointing at the lows)
Blockchain is arguably the only way agentic AI interacts in commerce. And blockchain vastly improves the profit profile of the financial system
$ETH @BitMNR
$BMNR
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I strongly agree with this.
And right now I think the best positioned candidate is @fundstrat and @BitMNR.
The stocks that are driving the S&P 500 are selling something scarce:
- compute $NVDA $INTC $AMD
- AI hardware $MU $SNDK
- energy infrastructure $GEV
- services where demand > supply $MAGS
So to us, stocks are rising for the right reasons. Great speaking with @TheJudgeCNBC on @CNBCClosingBell
@FundstratDirect @FundstratCap @BitMNR
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